Private Banking Leads Strategy & Growth Director

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a senior executive to own the end-to-end leads ecosystem for the US Private Bank as volumes and sources scale across multiple channels, including paid marketing, cross-LOB partnerships, and advisor workflows.

This role defines the strategy, operating model, and technology roadmap for capture, scoring, routing, and conversion—partnering with digital, technology, marketing, finance, data, and market leadership.

Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years in wealth management, digital product strategy, or adjacent fields with proven ownership of complex cross-functional programs in a matrixed environment.
• Deep understanding of lead generation, scoring, routing, and conversion frameworks at scale, including governance and attribution.
• Demonstrated ability to influence at senior levels and drive alignment across Digital/Tech, Marketing, Finance, and field leadership.
• Exceptional communication skills—able to translate complex data and strategy into clear operating standards, decisions, and change narratives.

Responsibilities

• Own the full lead lifecycle: intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes.
• Define and maintain enterprise taxonomy for leads and dispositions; ensure consistent definitions and promotion criteria across platforms and teams.
• Stand up an operating model and governance cadence (monthly/quarterly business reviews) with Digital, Marketing, Finance, D&A, and Market leadership; publish playbooks and SLAs.
• Build an ecosystem that drives adoption and accountability across markets.
• Lead development of Leads Connect, in partnership with product and technology.

Skills

Lead strategy

Cross-functional leadership

Executive influence

Communication

Lead qualification knowledge

Education

Bachelor’s degree or equivalent

Tools

CRM platforms

Job description

JPMorgan Chase & Co. in New York seeks a senior executive to own the end-to-end leads ecosystem for the US Private Bank as volumes and sources scale across multiple channels, including paid marketing, cross-LOB partnerships, and advisor workflows.

This role defines the strategy, operating model, and technology roadmap for capture, scoring, routing, and conversion—partnering with digital, technology, marketing, finance, data, and market leadership.